Fortune Financial Advisors, LLC Portfolio Holdings

Fortune Financial Advisors, LLC

  • $133 Billion
  • Q3 2025

Fortune Financial Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Min Vol Facto with a value of $12.1B, Vaneck Morningstar Wide Moat E with a value of $5.59B, Alphabet Inc. with a value of $5.09B, Vanguard with a value of $4.86B, and O Reilly Automotive Inc with a value of $4.12B.

Examining the 13F form we can see an increase of $8.6B in the current position value, from $124B to 133B.

Fortune Financial Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Fortune Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $49.3 Billion
Technology: $19.5 Billion
Consumer Cyclical: $13.4 Billion
Industrials: $10.7 Billion
Financial Services: $10.5 Billion
Consumer Defensive: $8.42 Billion
Communication Services: $7.56 Billion
Healthcare: $6.94 Billion
Other: $5.2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $133 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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